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Notification | Send to REPLY TO email when quote accepted

When a customer accepts a quote via the link the email is sent to the users email address - suggestion is to have it sent to the REPLY TO email address and / or the USERS address.

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Bec Tatchell shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.

We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.

While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.

Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.

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  • Tandi Haslam commented  ·   ·  Report

    We need this to integrate into our project management system with one designated email account receiving the quote acceptance notification.

  • Ellen Davis commented  ·   ·  Report

    Agreed with the other commenters - this is a real problem that seems like an actual bug rather than an intentional part of the setup, as it really doesn't make sense. Xero businesses have their Reply To emails set up for exactly this purpose so that they can ensure that all customer updates are sent immediately and directly to the appropriate place.

  • Jordan Dunn commented  ·   ·  Report

    I have added my organisations quoting team email account to Xero (quotesUK@s3-alliance.com) and I have set it up under organisational settings>email setting so that emails relating to quoting, invoicing etc will be sent from this email address instead of individual business email accounts (e.g., jordan.dunn@s3-alliance.com). When I have carried out testing e.g., clicking on the link to view a quote online and then ask a question about the quote, this is going back to my jordan.dunn@s3-alliance.com account and not to the shared team account like I thought it would.

    Xero support have advised that it is currently not possible to customise emails so that when a customer accepts, declines or asks a question on a quote it will go to our shared team email. As things stand, if a quote is accepted, declined or if any questions are asked, they will all be directed to the person's email address who created the quote.

  • Amanda Rees commented  ·   ·  Report

    We need this so that we don't have to manually check if a quote is accepted. It will help us send out an invoice for deposit

  • Marc O'Donoghue commented  ·   ·  Report

    We need this feature as our sales team may send out the quote, but our technical team need to be alerted when the quote is accepted so that they can start rolling out the project.

  • Emma Freegard commented  ·   ·  Report

    Clients have missed quotes being accepted as the replay has gone to staff members on holiday - critical that this is changed.

  • Clare White commented  ·   ·  Report

    Yes totally agree Debbie!
    Our sales rep creates the quotes on the run but any acceptances need to come to our office to action from there - it is very annoying as then the sales rep need to forward these emails to the office email.

  • Debbie Barlow commented  ·   ·  Report

    We need the quote acceptance to go to our office staff not the person who created the quote - very frustrating. Please can this be looked at?

  • Troy Vassallo commented  ·   ·  Report

    Notification | Send to REPLY TO email when quote accepted or ingrate with zapier

  • Megan Shell commented  ·   ·  Report

    This was a big issue for us - I ended up making a "Quotes" user that everyone logs into to build quotes and the email goes to a shared mailbox. Not an ideal solution.

  • Lisa Hancox commented  ·   ·  Report

    When a customer approves a quote or adds comments to a quote the reply is emailed to the staff member who sent it, could this go to the business email address which we all use as sometimes emails to an individual are missed.

  • Leola Bester commented  ·   ·  Report

    Would be great if you can add this feature. Comments?Notifications on quotes go unseen without the feature.

  • Natalie Trinder commented  ·   ·  Report

    As a virtual assistant sending quotes on behalf of my clients, this is a critical feature that needs to be sorted asap.

  • Chad Simonovic commented  ·   ·  Report

    This feature should obviously have been built into xero from the beginning. This is like voting on whether wheels should be round.

  • Vesna Cloud commented  ·   ·  Report

    I have several clients and having a customer reply to a quote that relates to my user email rather than the set up 'REPLY TO' email is not efficient. I then have to see and forward the email to the business's set up 'REPLY TO' email.

    Why have a 'REPLY TO' email that doesn't actually do the job?

  • Helen Morgan commented  ·   ·  Report

    Yes, this would definitely be useful for us. As would the ability to report on Quotes accepted within a certain date range so that we can report on new sales and the value of these (this cannot be done via invoices raised because our projects are long and invoices are raised in stages over several months).

  • ABDUL DEKNACH commented  ·   ·  Report

    We used to get notifications back in Aug 2021 and onlyu recently started to see that we are no longer recieving them.

    This is critically important to our business especially when quotes are accepted

  • Daniel Graham commented  ·   ·  Report

    To my understanding when a client responds to a quote online, accepts, declines or comments. This sends a notification to the person who creates the invoice.

    It would be good if there was a way these notifications could be sent to Xero's default reply email rather than the person who drafts up the quote (or to both the person who sent the quote and the default reply email in Xero)

    This would mean that if the person who sent the quote was away, notifications could be received from a generic admin email and clients could be contacted promptly when responding to quotes

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